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IBEW LOCAL 466 PENSION PLAN 401k Plan overview

Plan NameIBEW LOCAL 466 PENSION PLAN
Plan identification number 001

IBEW LOCAL 466 PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES OF IBEW LOCAL 466 PENSION has sponsored the creation of one or more 401k plans.

Company Name:JOINT BOARD OF TRUSTEES OF IBEW LOCAL 466 PENSION
Employer identification number (EIN):550708649
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 466 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOE SAMPLE DUANE A. SHUROW2018-10-15
0012016-01-01DANA J SAMPLES DUANE SHUROW2017-10-04
0012015-01-01DUANE SHUROW JOE SAMPLES2016-09-23
0012014-01-01TERRENCE TURLEY DUANE SHUROW2015-09-28
0012013-01-01DANA J. SAMPLES DUANE A. SHUROW2014-11-11
0012012-01-01DUANE SHUROW DANA SAMPLES2013-06-12
0012011-01-01DUANE SHUROW DANA SAMPLES2012-06-05
0012009-01-01DANA SAMPLES DUANE SHUROW2010-09-02

Plan Statistics for IBEW LOCAL 466 PENSION PLAN

401k plan membership statisitcs for IBEW LOCAL 466 PENSION PLAN

Measure Date Value
2023: IBEW LOCAL 466 PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01453
Total number of active participants reported on line 7a of the Form 55002023-01-01446
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-014
Total of all active and inactive participants2023-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-016
Total participants2023-01-01460
Number of participants with account balances2023-01-01460
Number of employers contributing to the scheme2023-01-0129
2022: IBEW LOCAL 466 PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01434
Total number of active participants reported on line 7a of the Form 55002022-01-01359
Number of retired or separated participants receiving benefits2022-01-0137
Number of other retired or separated participants entitled to future benefits2022-01-0157
Total of all active and inactive participants2022-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01453
Number of participants with account balances2022-01-01438
Number of employers contributing to the scheme2022-01-0128
2021: IBEW LOCAL 466 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01423
Total number of active participants reported on line 7a of the Form 55002021-01-01337
Number of retired or separated participants receiving benefits2021-01-0136
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01434
Number of participants with account balances2021-01-01417
Number of employers contributing to the scheme2021-01-0128
2020: IBEW LOCAL 466 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01425
Total number of active participants reported on line 7a of the Form 55002020-01-01324
Number of retired or separated participants receiving benefits2020-01-0135
Number of other retired or separated participants entitled to future benefits2020-01-0160
Total of all active and inactive participants2020-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01420
Number of participants with account balances2020-01-01402
Number of employers contributing to the scheme2020-01-0127
2019: IBEW LOCAL 466 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01427
Total number of active participants reported on line 7a of the Form 55002019-01-01374
Number of retired or separated participants receiving benefits2019-01-0130
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01425
Number of participants with account balances2019-01-01425
Number of employers contributing to the scheme2019-01-0127
2018: IBEW LOCAL 466 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01445
Total number of active participants reported on line 7a of the Form 55002018-01-01384
Number of retired or separated participants receiving benefits2018-01-0125
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01427
Number of participants with account balances2018-01-01410
Number of employers contributing to the scheme2018-01-0126
2017: IBEW LOCAL 466 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01518
Total number of active participants reported on line 7a of the Form 55002017-01-01408
Number of retired or separated participants receiving benefits2017-01-0126
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01445
Number of participants with account balances2017-01-01433
Number of employers contributing to the scheme2017-01-0124
2016: IBEW LOCAL 466 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01504
Total number of active participants reported on line 7a of the Form 55002016-01-01476
Number of retired or separated participants receiving benefits2016-01-0126
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01518
Number of participants with account balances2016-01-01513
Number of employers contributing to the scheme2016-01-0141
2015: IBEW LOCAL 466 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01484
Total number of active participants reported on line 7a of the Form 55002015-01-01491
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01504
Number of employers contributing to the scheme2015-01-0140
2014: IBEW LOCAL 466 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01469
Total number of active participants reported on line 7a of the Form 55002014-01-01455
Number of retired or separated participants receiving benefits2014-01-0120
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01484
Number of employers contributing to the scheme2014-01-0139
2013: IBEW LOCAL 466 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01445
Total number of active participants reported on line 7a of the Form 55002013-01-01441
Number of retired or separated participants receiving benefits2013-01-0119
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01469
Number of participants with account balances2013-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0138
2012: IBEW LOCAL 466 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01474
Total number of active participants reported on line 7a of the Form 55002012-01-01441
Number of retired or separated participants receiving benefits2012-01-0115
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01471
Number of participants with account balances2012-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0138
2011: IBEW LOCAL 466 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01475
Total number of active participants reported on line 7a of the Form 55002011-01-01448
Number of retired or separated participants receiving benefits2011-01-0116
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01474
Number of participants with account balances2011-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
Number of employers contributing to the scheme2011-01-0138
2009: IBEW LOCAL 466 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01471
Total number of active participants reported on line 7a of the Form 55002009-01-01463
Number of retired or separated participants receiving benefits2009-01-0113
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-01482
Number of participants with account balances2009-01-01470
Number of employers contributing to the scheme2009-01-0140

Financial Data on IBEW LOCAL 466 PENSION PLAN

Measure Date Value
2023 : IBEW LOCAL 466 PENSION PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$85,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$280,765
Total income from all sources (including contributions)2023-12-31$26,414,187
Total loss/gain on sale of assets2023-12-31$3,554,561
Total of all expenses incurred2023-12-31$8,536,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$8,404,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,000,313
Value of total assets at end of year2023-12-31$128,568,962
Value of total assets at beginning of year2023-12-31$110,886,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$131,586
Total interest from all sources2023-12-31$1,038,987
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,351,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,351,304
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$131,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$85,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$280,765
Other income not declared elsewhere2023-12-31$1,855
Administrative expenses (other) incurred2023-12-31$47,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$17,878,013
Value of net assets at end of year (total assets less liabilities)2023-12-31$128,483,880
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$110,605,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$24,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$96,259,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$77,675,255
Interest earned on other investments2023-12-31$1,038,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$528,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$711,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$711,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$31,196,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$31,805,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$13,467,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$4,868,799
Employer contributions (assets) at end of year2023-12-31$584,931
Employer contributions (assets) at beginning of year2023-12-31$695,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$8,404,588
Contract administrator fees2023-12-31$30,000
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$19,287,041
Aggregate carrying amount (costs) on sale of assets2023-12-31$15,732,480
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2023-12-31611336870
2022 : IBEW LOCAL 466 PENSION PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$280,765
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,630
Total income from all sources (including contributions)2022-12-31$-24,000,796
Total loss/gain on sale of assets2022-12-31$-2,967,034
Total of all expenses incurred2022-12-31$10,449,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,298,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,864,778
Value of total assets at end of year2022-12-31$110,886,632
Value of total assets at beginning of year2022-12-31$145,062,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$151,163
Total interest from all sources2022-12-31$781,275
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,264,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,264,031
Administrative expenses professional fees incurred2022-12-31$51,259
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$280,765
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$6,630
Other income not declared elsewhere2022-12-31$4,092
Administrative expenses (other) incurred2022-12-31$46,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-34,450,420
Value of net assets at end of year (total assets less liabilities)2022-12-31$110,605,867
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$145,056,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$23,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$77,675,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$119,988,562
Interest earned on other investments2022-12-31$780,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$711,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$88,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$88,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$31,805,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$24,454,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-32,947,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,864,778
Employer contributions (assets) at end of year2022-12-31$695,074
Employer contributions (assets) at beginning of year2022-12-31$532,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,298,461
Contract administrator fees2022-12-31$30,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$39,067,169
Aggregate carrying amount (costs) on sale of assets2022-12-31$42,034,203
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2022-12-31611336870
2021 : IBEW LOCAL 466 PENSION PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,630
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$42,943
Total income from all sources (including contributions)2021-12-31$19,657,541
Total loss/gain on sale of assets2021-12-31$3,028,960
Total of all expenses incurred2021-12-31$4,817,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,695,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,208,555
Value of total assets at end of year2021-12-31$145,062,917
Value of total assets at beginning of year2021-12-31$130,258,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$121,952
Total interest from all sources2021-12-31$619,288
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,047,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$11,047,751
Administrative expenses professional fees incurred2021-12-31$46,196
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$4,208,555
Amount contributed by the employer to the plan for this plan year2021-12-31$4,208,555
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$6,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$42,943
Other income not declared elsewhere2021-12-31$8,784
Administrative expenses (other) incurred2021-12-31$24,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$14,840,416
Value of net assets at end of year (total assets less liabilities)2021-12-31$145,056,287
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$130,215,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$21,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$119,988,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$102,474,069
Interest earned on other investments2021-12-31$619,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$88,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$146,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$146,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$24,454,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$27,108,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$744,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,208,555
Employer contributions (assets) at end of year2021-12-31$532,111
Employer contributions (assets) at beginning of year2021-12-31$528,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,695,173
Contract administrator fees2021-12-31$30,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$90,840,015
Aggregate carrying amount (costs) on sale of assets2021-12-31$87,811,055
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2021-12-31611336870
2020 : IBEW LOCAL 466 PENSION PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$42,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$79,774
Total income from all sources (including contributions)2020-12-31$21,645,023
Total loss/gain on sale of assets2020-12-31$1,095,286
Total of all expenses incurred2020-12-31$7,977,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,844,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,666,293
Value of total assets at end of year2020-12-31$130,258,814
Value of total assets at beginning of year2020-12-31$116,628,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$132,952
Total interest from all sources2020-12-31$636,509
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,565,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,565,354
Administrative expenses professional fees incurred2020-12-31$48,005
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$3,665,035
Amount contributed by the employer to the plan for this plan year2020-12-31$3,665,035
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,258
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$42,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$79,774
Other income not declared elsewhere2020-12-31$7,911
Administrative expenses (other) incurred2020-12-31$33,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$13,667,121
Value of net assets at end of year (total assets less liabilities)2020-12-31$130,215,871
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$116,548,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$21,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$102,474,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$101,088,007
Interest earned on other investments2020-12-31$628,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$146,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$575,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$575,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$8,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$27,108,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$14,531,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,673,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,665,035
Employer contributions (assets) at end of year2020-12-31$528,259
Employer contributions (assets) at beginning of year2020-12-31$432,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,844,950
Contract administrator fees2020-12-31$30,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$57,449,240
Aggregate carrying amount (costs) on sale of assets2020-12-31$56,353,954
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2020-12-31611336870
2019 : IBEW LOCAL 466 PENSION PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$79,774
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$74,395
Total income from all sources (including contributions)2019-12-31$26,915,758
Total loss/gain on sale of assets2019-12-31$2,364,419
Total of all expenses incurred2019-12-31$5,542,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,421,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,208,664
Value of total assets at end of year2019-12-31$116,628,524
Value of total assets at beginning of year2019-12-31$95,250,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$121,373
Total interest from all sources2019-12-31$254,022
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,544,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,544,323
Administrative expenses professional fees incurred2019-12-31$39,581
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$4,193,007
Amount contributed by the employer to the plan for this plan year2019-12-31$4,193,007
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$15,657
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,454
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$79,774
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$74,395
Other income not declared elsewhere2019-12-31$20,409
Administrative expenses (other) incurred2019-12-31$30,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$21,372,906
Value of net assets at end of year (total assets less liabilities)2019-12-31$116,548,750
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$95,175,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$21,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$101,088,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$83,557,621
Interest earned on other investments2019-12-31$253,958
Value of interest in common/collective trusts at beginning of year2019-12-31$4,642,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$575,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$601,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$601,522
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$64
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,531,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,077,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,523,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,193,007
Employer contributions (assets) at end of year2019-12-31$432,495
Employer contributions (assets) at beginning of year2019-12-31$370,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,421,479
Contract administrator fees2019-12-31$30,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$35,232,646
Aggregate carrying amount (costs) on sale of assets2019-12-31$32,868,227
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2019-12-31611336870
2018 : IBEW LOCAL 466 PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-7,390,622
Total unrealized appreciation/depreciation of assets2018-12-31$-7,390,622
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$74,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$117,744
Total income from all sources (including contributions)2018-12-31$1,017,243
Total loss/gain on sale of assets2018-12-31$468,307
Total of all expenses incurred2018-12-31$6,381,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,255,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,041,158
Value of total assets at end of year2018-12-31$95,250,239
Value of total assets at beginning of year2018-12-31$100,657,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$126,367
Total interest from all sources2018-12-31$88,595
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,721,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,721,847
Administrative expenses professional fees incurred2018-12-31$42,286
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$4,007,462
Amount contributed by the employer to the plan for this plan year2018-12-31$4,007,462
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$33,696
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,454
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$74,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$117,744
Other income not declared elsewhere2018-12-31$11,036
Administrative expenses (other) incurred2018-12-31$30,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,364,132
Value of net assets at end of year (total assets less liabilities)2018-12-31$95,175,844
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$100,539,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$21,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$83,557,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$94,515,928
Interest earned on other investments2018-12-31$38,394
Value of interest in common/collective trusts at end of year2018-12-31$4,642,199
Value of interest in common/collective trusts at beginning of year2018-12-31$4,852,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$601,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$792,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$792,306
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$50,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,077,235
Net investment gain or loss from common/collective trusts2018-12-31$76,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,007,462
Employer contributions (assets) at end of year2018-12-31$370,208
Employer contributions (assets) at beginning of year2018-12-31$495,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,255,008
Contract administrator fees2018-12-31$32,565
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$57,382,409
Aggregate carrying amount (costs) on sale of assets2018-12-31$56,914,102
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2018-12-31611336870
2017 : IBEW LOCAL 466 PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$9,142,101
Total unrealized appreciation/depreciation of assets2017-12-31$9,142,101
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$117,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$114,116
Total income from all sources (including contributions)2017-12-31$19,996,599
Total loss/gain on sale of assets2017-12-31$2,237,877
Total of all expenses incurred2017-12-31$4,716,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,596,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,163,997
Value of total assets at end of year2017-12-31$100,657,720
Value of total assets at beginning of year2017-12-31$85,373,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$120,106
Total interest from all sources2017-12-31$16,803
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,387,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,387,679
Administrative expenses professional fees incurred2017-12-31$38,458
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$4,163,997
Amount contributed by the employer to the plan for this plan year2017-12-31$4,163,997
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$117,744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$114,116
Other income not declared elsewhere2017-12-31$10,644
Administrative expenses (other) incurred2017-12-31$24,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,280,274
Value of net assets at end of year (total assets less liabilities)2017-12-31$100,539,976
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$85,259,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$21,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$94,515,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$78,239,350
Value of interest in common/collective trusts at end of year2017-12-31$4,852,765
Value of interest in common/collective trusts at beginning of year2017-12-31$6,024,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$792,306
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$687,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$687,644
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$16,803
Net investment gain or loss from common/collective trusts2017-12-31$37,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,163,997
Employer contributions (assets) at end of year2017-12-31$495,421
Employer contributions (assets) at beginning of year2017-12-31$421,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,596,219
Contract administrator fees2017-12-31$36,228
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$43,018,037
Aggregate carrying amount (costs) on sale of assets2017-12-31$40,780,160
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2017-12-31611336870
2016 : IBEW LOCAL 466 PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-1,492,964
Total unrealized appreciation/depreciation of assets2016-12-31$-1,492,964
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$114,116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$152,620
Total income from all sources (including contributions)2016-12-31$6,181,132
Total loss/gain on sale of assets2016-12-31$-76,543
Total of all expenses incurred2016-12-31$4,789,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,677,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,274,634
Value of total assets at end of year2016-12-31$85,373,818
Value of total assets at beginning of year2016-12-31$84,021,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$112,318
Total interest from all sources2016-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,458,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,458,328
Administrative expenses professional fees incurred2016-12-31$39,656
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$4,156,192
Amount contributed by the employer to the plan for this plan year2016-12-31$4,156,192
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$118,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$114,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$152,620
Other income not declared elsewhere2016-12-31$11,185
Administrative expenses (other) incurred2016-12-31$24,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,391,198
Value of net assets at end of year (total assets less liabilities)2016-12-31$85,259,702
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$83,868,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$21,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$78,239,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$77,151,965
Value of interest in common/collective trusts at end of year2016-12-31$6,024,943
Value of interest in common/collective trusts at beginning of year2016-12-31$5,680,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$687,644
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$575,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$575,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$18
Net investment gain or loss from common/collective trusts2016-12-31$6,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,156,192
Employer contributions (assets) at end of year2016-12-31$421,881
Employer contributions (assets) at beginning of year2016-12-31$613,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,677,616
Contract administrator fees2016-12-31$27,419
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$22,680,518
Aggregate carrying amount (costs) on sale of assets2016-12-31$22,757,061
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2016-12-31611336870
2015 : IBEW LOCAL 466 PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-4,530,956
Total unrealized appreciation/depreciation of assets2015-12-31$-4,530,956
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$152,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$177,930
Total income from all sources (including contributions)2015-12-31$5,370,289
Total loss/gain on sale of assets2015-12-31$238,555
Total of all expenses incurred2015-12-31$4,275,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,160,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,089,396
Value of total assets at end of year2015-12-31$84,021,124
Value of total assets at beginning of year2015-12-31$82,951,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$114,873
Total interest from all sources2015-12-31$462
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,567,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,567,013
Administrative expenses professional fees incurred2015-12-31$42,693
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$4,089,396
Amount contributed by the employer to the plan for this plan year2015-12-31$4,089,396
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$152,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$177,930
Administrative expenses (other) incurred2015-12-31$25,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,094,514
Value of net assets at end of year (total assets less liabilities)2015-12-31$83,868,504
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$82,773,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$21,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$77,151,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$77,531,423
Value of interest in common/collective trusts at end of year2015-12-31$5,680,163
Value of interest in common/collective trusts at beginning of year2015-12-31$4,460,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$575,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$527,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$527,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$462
Net investment gain/loss from pooled separate accounts2015-12-31$-48,925
Net investment gain or loss from common/collective trusts2015-12-31$54,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,089,396
Employer contributions (assets) at end of year2015-12-31$613,398
Employer contributions (assets) at beginning of year2015-12-31$431,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,160,902
Contract administrator fees2015-12-31$25,715
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$15,123,079
Aggregate carrying amount (costs) on sale of assets2015-12-31$14,884,524
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2015-12-31611336870
2014 : IBEW LOCAL 466 PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,458,568
Total unrealized appreciation/depreciation of assets2014-12-31$1,458,568
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$177,930
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$124,429
Total income from all sources (including contributions)2014-12-31$9,665,510
Total loss/gain on sale of assets2014-12-31$140,870
Total of all expenses incurred2014-12-31$2,264,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,164,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,289,592
Value of total assets at end of year2014-12-31$82,951,920
Value of total assets at beginning of year2014-12-31$75,497,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$100,108
Total interest from all sources2014-12-31$431
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,603,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,603,652
Administrative expenses professional fees incurred2014-12-31$35,650
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$4,289,592
Amount contributed by the employer to the plan for this plan year2014-12-31$4,289,592
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$177,930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$106,636
Administrative expenses (other) incurred2014-12-31$14,053
Liabilities. Value of operating payables at beginning of year2014-12-31$17,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,400,653
Value of net assets at end of year (total assets less liabilities)2014-12-31$82,773,990
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$75,373,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$21,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$77,531,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$69,211,560
Value of interest in common/collective trusts at end of year2014-12-31$4,460,762
Value of interest in common/collective trusts at beginning of year2014-12-31$5,376,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$527,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$549,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$549,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$431
Net investment gain/loss from pooled separate accounts2014-12-31$109,615
Net investment gain or loss from common/collective trusts2014-12-31$62,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,289,592
Employer contributions (assets) at end of year2014-12-31$431,957
Employer contributions (assets) at beginning of year2014-12-31$360,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,164,749
Contract administrator fees2014-12-31$29,405
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$9,094,168
Aggregate carrying amount (costs) on sale of assets2014-12-31$8,953,298
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FRANK N HESTAND CPA PSC
Accountancy firm EIN2014-12-31611336870
2013 : IBEW LOCAL 466 PENSION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$124,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$144,775
Total income from all sources (including contributions)2013-12-31$18,919,789
Total of all expenses incurred2013-12-31$4,329,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,217,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,237,019
Value of total assets at end of year2013-12-31$75,497,766
Value of total assets at beginning of year2013-12-31$60,928,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$112,065
Total interest from all sources2013-12-31$42
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,220,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,220,487
Administrative expenses professional fees incurred2013-12-31$31,115
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$106,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$134,213
Liabilities. Value of operating payables at end of year2013-12-31$17,793
Liabilities. Value of operating payables at beginning of year2013-12-31$10,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,589,827
Value of net assets at end of year (total assets less liabilities)2013-12-31$75,373,337
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$60,783,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$54,105
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$69,211,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$55,015,379
Value of interest in common/collective trusts at end of year2013-12-31$5,376,611
Value of interest in common/collective trusts at beginning of year2013-12-31$4,877,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$549,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$626,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$626,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$42
Net investment gain/loss from pooled separate accounts2013-12-31$11,380,031
Net investment gain or loss from common/collective trusts2013-12-31$82,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,237,019
Employer contributions (assets) at end of year2013-12-31$360,113
Employer contributions (assets) at beginning of year2013-12-31$409,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,217,897
Contract administrator fees2013-12-31$26,845
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GRAY, GRIFFITH, AND MAYS A.C.
Accountancy firm EIN2013-12-31550621482
2012 : IBEW LOCAL 466 PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$144,775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$101,769
Total income from all sources (including contributions)2012-12-31$9,483,593
Total of all expenses incurred2012-12-31$2,353,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,251,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,532,777
Value of total assets at end of year2012-12-31$60,928,285
Value of total assets at beginning of year2012-12-31$53,755,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$102,473
Total interest from all sources2012-12-31$57
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$23,655
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$134,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$88,323
Liabilities. Value of operating payables at end of year2012-12-31$10,562
Liabilities. Value of operating payables at beginning of year2012-12-31$13,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,129,645
Value of net assets at end of year (total assets less liabilities)2012-12-31$60,783,510
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$53,653,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$55,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$55,015,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$48,107,217
Value of interest in common/collective trusts at end of year2012-12-31$4,877,329
Value of interest in common/collective trusts at beginning of year2012-12-31$4,776,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$626,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$382,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$382,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$57
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,836,865
Net investment gain or loss from common/collective trusts2012-12-31$113,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,532,777
Employer contributions (assets) at end of year2012-12-31$409,102
Employer contributions (assets) at beginning of year2012-12-31$489,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,251,475
Contract administrator fees2012-12-31$23,806
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31JAMES W. LOAR, CPA, PLLC
Accountancy firm EIN2012-12-31202115435
2011 : IBEW LOCAL 466 PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$101,769
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$282,457
Total income from all sources (including contributions)2011-12-31$3,062,039
Total of all expenses incurred2011-12-31$2,604,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,500,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,663,542
Value of total assets at end of year2011-12-31$53,755,634
Value of total assets at beginning of year2011-12-31$53,478,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$104,003
Total interest from all sources2011-12-31$37
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$23,793
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$88,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$274,333
Administrative expenses (other) incurred2011-12-31$41,528
Liabilities. Value of operating payables at end of year2011-12-31$13,446
Liabilities. Value of operating payables at beginning of year2011-12-31$8,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$457,339
Value of net assets at end of year (total assets less liabilities)2011-12-31$53,653,865
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,196,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$48,107,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$48,072,007
Value of interest in common/collective trusts at end of year2011-12-31$4,776,557
Value of interest in common/collective trusts at beginning of year2011-12-31$4,333,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$382,129
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$548,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$548,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-738,574
Net investment gain or loss from common/collective trusts2011-12-31$137,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,663,542
Employer contributions (assets) at end of year2011-12-31$489,731
Employer contributions (assets) at beginning of year2011-12-31$524,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,500,697
Contract administrator fees2011-12-31$22,682
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31JAMES W. LOAR, CPA, PLLC
Accountancy firm EIN2011-12-31202115435
2010 : IBEW LOCAL 466 PENSION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$282,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$553,359
Total income from all sources (including contributions)2010-12-31$9,560,034
Total of all expenses incurred2010-12-31$2,250,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,135,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,317,294
Value of total assets at end of year2010-12-31$53,478,983
Value of total assets at beginning of year2010-12-31$46,440,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$114,781
Total interest from all sources2010-12-31$64
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$16,995
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$274,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$541,368
Administrative expenses (other) incurred2010-12-31$46,283
Liabilities. Value of operating payables at end of year2010-12-31$8,124
Liabilities. Value of operating payables at beginning of year2010-12-31$11,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,309,580
Value of net assets at end of year (total assets less liabilities)2010-12-31$53,196,526
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$45,886,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$16,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$48,072,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$41,825,312
Value of interest in common/collective trusts at end of year2010-12-31$4,333,557
Value of interest in common/collective trusts at beginning of year2010-12-31$3,208,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$548,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$685,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$685,469
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$64
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,114,992
Net investment gain or loss from common/collective trusts2010-12-31$127,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,317,294
Employer contributions (assets) at end of year2010-12-31$524,588
Employer contributions (assets) at beginning of year2010-12-31$721,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,135,673
Contract administrator fees2010-12-31$35,503
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31JAMES W. LOAR, CPA, PLLC
Accountancy firm EIN2010-12-31202115435
2009 : IBEW LOCAL 466 PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for IBEW LOCAL 466 PENSION PLAN

2023: IBEW LOCAL 466 PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: IBEW LOCAL 466 PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL 466 PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 466 PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 466 PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 466 PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 466 PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 466 PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 466 PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 466 PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 466 PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 466 PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 466 PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 466 PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR-67071-1
Policy instance 1
Insurance contract or identification numberMR-67071-1
Number of Individuals Covered460
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR-67071-1
Policy instance 1
Insurance contract or identification numberMR-67071-1
Number of Individuals Covered143
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR-67071-1
Policy instance 1
Insurance contract or identification numberMR-67071-1
Number of Individuals Covered434
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR-67071-1
Policy instance 1
Insurance contract or identification numberMR-67071-1
Number of Individuals Covered420
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR-67071-1
Policy instance 1
Insurance contract or identification numberMR-67071-1
Number of Individuals Covered425
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR-67071-1
Policy instance 1
Insurance contract or identification numberMR-67071-1
Number of Individuals Covered410
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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